Duncan Financial Solutions, PLLC empowers small and medium-sized business owners with the accounting and advisory solutions needed to make informed decisions that lead to growth and family prosperity.
Their custom automated accounting action plan, paired with skilled online accountants, enables businesses to spend less than half an hour each month on accounting, freeing up valuable resources for more strategic pursuits.
From tax planning and investment analysis to outsourced CFO services, Duncan Financial Solutions provides a range of services to support the financial health of entrepreneurs.
At our firm, we are dedicated to empowering small and medium-sized businesses by providing comprehensive solutions tailored to your specific needs. Our services include:
Our goal is to handle the complexities of financial management so you can focus on what you do best—running your business. Let us be your trusted partner in achieving success.
Duncan brings over 26 years of expertise in Corporate America, delivering superior results across various domains including Business Intelligence, FP&A, Financial Systems, Operations, and Technology leadership. His roles have consistently provided vision, strategic roadmaps, execution, and process reengineering, driving team development, continuous improvement, accuracy in budgeting and forecasting, digital transformation, investment analysis, payback, business valuation, profitability, and reporting.
Duncan holds a Bachelor of Business Administration with a focus in Finance and Statistics, a Master of Business Administration with a focus in Finance from Millsaps College, and an Accounting Degree from Mississippi College. He also attended the Graduate School of Banking at LSU. His postgraduate certifications include Certified Public Accountant, Project Management Professional, Certified Scrum Master, Professional Certificate in Digital Transformation as a Business and Innovation Strategy, and a Professional Certificate in Data Science from Harvard University (HarvardX).
Duncan now aims to leverage these skills to help small and medium-sized businesses thrive by allowing you to focus on what you do best while we handle the rest. We offer comprehensive financial, accounting, bookkeeping, tax, advisory, and CFO solutions tailored to your needs.
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
D. Duncan Welch, CPA, PMP, CSM, MBA Founder and Managing Parter +1.601-937-3585
Open today | 09:00 am – 05:00 pm |
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